Skip to main content

Creating a point-based loyalty campaign

Once you have created a loyalty program, you can define rules to determine how your customers earn points and how they can spend them.

Let's set up a simple reward campaign. The objective is to give points to customers based on how much they spend in one order and allow them to use those points as currency on future orders.

note

The Loyalty feature has to be enabled.

Creating a rule for rewarding points

Let's create a campaign that supports loyalty programs and let's create a rule for the customers to receive points corresponding to 10% of the total value of their session if they spend $1000 or more:

  1. Click Rule Builder in the left-side menu of the campaign.
  2. Click Add Rule.
  3. Type a name for your rule, such as Reward 10% loyalty points.
  4. In Conditions, click Add condition.
  5. Click Validate attribute value.
  6. In the left-side menu of the palette, click Current session.
  7. Select Cart items total (current session).
  8. In the drop-down menu, choose Is greater than or equal to.
  9. In the field to the right, set the value to 1000.
  10. Click Done.
  11. Click Add condition to add a second one.
  12. Click Check for event types and validate custom event values.
  13. Select Customer session closing in the drop-down list.
  14. Click Done.
  15. In Effects, click Add effect.
  16. Click Add loyalty points.
  17. In the Select loyalty program drop-down menu, choose your loyalty program.
  18. In Recipient, check that Current customer is selected.
  19. In Reason, type the reward description. In our case, we can write 10% of current total.
  20. In Amount of points, choose [Session.Total]*10%.
  21. Click Done.
  22. Click Save at the top-right of the page.

Now, if a customer has items in their cart whose total value is equal to or greater than $1000, they automatically receive a reward in points worth 10% of the session total once the session is closed. For example, if the session total value is $5000, the customer receives 500 points.

Creating a rule for spending points

We want to set a second rule for customers to spend their loyalty points on new orders, using them directly as currency:

  1. Click Add Rule.
  2. Type a name for your rule, such as Spend loyalty points.
  3. In Conditions, click Add condition.
  4. Click Validate attribute value.
  5. In the left-side menu of the palette, click Loyalty program.
  6. Select Current balance (Loyalty program name).
  7. In the drop-down menu, choose Is greater than or equal to.
  8. Click the + symbol to the right and select Session total (current session) in the palette.
  9. Click Done.
  10. In Effects, click Add effect.
  11. Click Discount session total.
  12. In Discount name, type a suitable name. For example, Pay with points.
  13. Set Discount value to [Session.Total].
  14. Click Done.
  15. Click Save at the top-right of the page.

As soon as your customers have enough loyalty points to cover the value of their order, the points will be deducted to pay for it.